| Name | Description | RM | ID | HD | Col | Proc | Rev | Anl | Prod | Pres | PM | Oth |
| Role Management |
Manage and customize multiple security and user roles for various tasks and responsibilities on a matter and application level. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
No
|
| Audit Trail |
System securely logs and reports on actions |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Customizable Reports |
Ability for users and administrators to create custom reports without scripting or leaving the user interface. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Autocode |
Ability to generate objective or subjective fielded data from ESI through automated process, also called Autocategorization |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Concept Search |
Advanced index that extracts concepts |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Foreign Language Support |
Application is capable of processing or searching foreign languages and uncommon character sets such as double-byte characters. |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Linguistic Analysis |
Extraction of linguistic relationships from ESI |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Indexed Search |
Creation of an index for search |
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| User Map |
Master list of users; usually from Active Directory |
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
| Performance Metrics Analysis |
Automated tracking and analysis of metrics associated with discovery steps and phases. The results of the metrics analysis are presented via summary dashboard or reports to enable iterative feedback to optimize and correct processes. |
No
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Response Workflow |
Tracking and workflow system that documents event response actions |
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
| Forecasting Metrics |
Generate cost, time or volume forecasting reports or dashboard to create or reassess estimates according to new project assumptions. |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
Yes
|
No
|
| Remote Hosted Administration |
Hosted platform that supports remote administration by the client to perform most functions without reliance upon or notification to the provider to perform actions behind the firewall. |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
| Content Flagging |
Rule based flagging, tagging and categorization to aid review and processing |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Conversation Analysis |
Analysis of communications to establish conversational relationships beyond email threading |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Email Thread De-Duplication |
Identification and suppression of prior duplicative emails in threads |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| File Near De-Duplication |
Identification and suppression of near duplicate files |
No
|
No
|
No
|
No
|
Yes
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Chronological Analysis |
Analysis of ESI chronology |
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
No
|
| Fuzzy Logic Search |
Partial word recognition to compensate for OCR and spelling issues |
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
No
|
| Electronic Image Numbering |
Assign bates numbers and brand image sets. Bates numbering (also known as Bates stamping or Bates coding) is used in the legal, medical, and business fields to place identifying numbers and/or date/time-marks on images and documents as they are scanned or processed (for example, during the discovery stage of preparations for trial or identifying business receipts). Bates stamping can be used to mark and identify images with copyrights by putting a company name, logo and/or legal copyright on them. This process provides identification, protection, and auto-increment numbering of the images. |
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
Yes
|
Yes
|
No
|
No
|
| Electronic File Numbering |
Assign bates numbers and rename or embed metadata tag for native ESI productions |
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
Yes
|
No
|
No
|
No
|
| Image Conversion |
Convert ESI into a fixed image format |
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
Yes
|
No
|
No
|
No
|
| Conceptual Review |
Non-linear review by concept or other clusters for increased efficiency |
No
|
No
|
No
|
No
|
No
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Dynamic Folders |
ESI folders or groups dynamically populated based on rules, text content and field information, such as by custodian, date, custodian and date, file extension, inbox, or file path. |
No
|
No
|
No
|
No
|
No
|
Yes
|
Yes
|
No
|
No
|
No
|
No
|
| Redact Images |
Place redactions on images for branding |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
| Redact Native ESI |
Place redactions on native ESI and then output redacted version |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
No
|
No
|
| Annotations |
Comments, annotations and highlighting that is searchable |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Conditional Tagging |
Create customized tag or designation rules that exclude tag combinations or force additional tags. |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Parallel Review |
Supports complex parallel simultaneous reviews on a single matter/collection. This can include different tagging rules, groupings and filters. The core function is the ability to host overlapping independent review workflows on the same matter. |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Privilege Log |
Create and manage privilege logs within application from ESI metadata. Logs can also be edited and linked back to the privilege documents. |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Remote Review |
System supports secured remote review |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Review Images |
Review and designate images connected to database |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Review Management |
Enables assignment, tracking, QA/QC and other review management functions |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Review Native ESI |
Review and designate ESI in native or original format |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Secured Subset Review |
Ability to give secured access to subsets of collection for in camera, opposing or expert review |
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
No
|
No
|
No
|
No
|
| Mulitple Party Productions |
Supports tracking and coordination of multiparty/matter overlapping productions |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Yes
|
No
|
| Case Collaboration Contact Management |
Secure collaboration for case contacts, counsel, service providers and co-counsel with contact management, distribution lists and centralized postings. |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
| Case Management |
Workflow, timelines and other tools to track and report on case status, productivity and overall progress |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
| Conflict Managment |
Search, track and manage conflict checks for counsel, vendors and experts. |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
| Usage or Cost Allocation |
Automatically track and report on system usage and other billable actions within and across cases and allocate costs on a user or group level. |
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
No
|
Yes
|
No
|
Phase Columns: